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Triad Wealth Partners’s RTX Corp RTX Stock Holding History

Triad Wealth Partners’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
4,809
+1,392
+41% +$255K 0.06% 203
2026
Q1 		$659K Buy
3,417
+1,046
+44% +$208K 0.05% 225
2025
Q4 		$435K Buy
2,371
+965
+69% +$168K 0.04% 293
2025
Q3 		$235K Buy
+1,406
New +$218K 0.03% 332
2024
Q3 		– Sell
-713
Closed -$71.6K – 721
2024
Q2 		$71.6K Buy
+713
New +$73.7K 0.04% 180

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Triad Wealth Partners's RTX Position: Q2 2026 in Review

Triad Wealth Partners increased its RTX Corp (RTX) stake by 41% in Q2 2026, buying an estimated $255K and bringing the position to 4,809 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #203.

Triad Wealth Partners first reported a position in RTX in Q2 2024 and has held it in 5 quarters since. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Triad Wealth Partners held 4,809 shares of RTX Corp worth $1.04M as of Q2 2026.
  • Triad Wealth Partners bought 1,392 RTX Corp shares in Q2 2026, an estimated $255K.
  • RTX Corp made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #203 holding.
  • Triad Wealth Partners first reported a position in RTX Corp in Q2 2024 and has held it in 5 quarters since.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.